Event-Driven Stocks

Ethos Technologies Inc.

LIFENasdaq

Financials · Insurance Agents, Brokers & Service · DE · SEC filings ↗ · Compare ⊕

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Signs4 good1 warning1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24
Revenue$387.6M$254.9M
Operating income$72.9M$48.7M
Net income$71.2M$48.8M
Total assets$515.3M$395.9M
Total liabilities$135.5M$99.0M
Equity−$24.1M−$107.2M
EPS (diluted)$1.22$0.85
Shares out.16.6M16.0M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
18.8%
Net margin
18.4%
Return on equity
−295.0%
Return on assets
13.8%
Return on capital (ROCE)
18.1%
Liabilities / assets
26.3%
Debt / equity
Book value / share
$-1.45
Revenue growth (YoY)
52.0%
Net income growth (YoY)
45.7%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
1.80grey zone
Accruals / assets
6.8%moderate
Beneish M-Score
-1.96normal
Piotroski F-Score
4/9mixed

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
66
/ 100
Profitability 80Growth 100Catalyst 33Earnings quality 67Financial strength 50

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast. What these scores mean →

Signs

1 severe1 warning4 good
  • Negative shareholder equity
  • Altman Z″ in the grey zone
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Conservative leverage (liabilities < 50% of assets)
  • Positive operating cash flow

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Insider transactions

SEC Form 4 · most recent
4 acquisitions3 disposalsnet +9.5M shares · last 7
InsiderDateTypeSharesPrice
Wang LingkeOfficer — PresidentMay 15, 2026Sell39,495$21.99
Colis Peter GeorgeOfficer — CEO and SecretaryMay 15, 2026Sell54,890$22.00
Capozzi Christopher M.Officer — Chief Financial OfficerApr 28, 2026Grant80,287$0.00
Kucharski Brandt WalterOfficer — Chief Accounting OfficerApr 28, 2026Grant56,769$0.00
Gv 2019 Gp, L.L.C.10% ownerMay 14, 2026J60,077$0.00
Softbank Group Corp.10% ownerJan 30, 2026Conversion2.7M
Accel Growth Fund Iv L.P.10% ownerJan 30, 2026Conversion6.8M$0.00

Headline trade per Form 4 (officers, directors, 10%+ owners). Buy/sell read from the filing's structured data — blank where a field isn't cleanly tagged.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 20261.2M1.4-37.8%
Apr 30, 20261.9M5.1-6.6%
Apr 15, 20262.0M4.5-10.0%
Mar 31, 20262.3M3.8+197.8%
Mar 13, 2026759,1571.8+72.4%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (1)

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